Alpha Financial Advisors, LLC Portfolio Holdings
Alpha Financial Advisors, LLC
- $221 Billion
- Q4 2024
Alpha Financial Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $29.1B, Dimensional ETF Trust with a value of $28B, Dimensional ETF Tr with a value of $24.1B, Dimensional ETF Tr Dimensional with a value of $22.7B, and Capital Group Growth ETF Shs C with a value of $20.4B.
Examining the 13F form we can see an decrease of $5.13B in the current position value, from $226B to 221B.
Alpha Financial Advisors, LLC is based out at Charlotte, NC
Below you can find more details about Alpha Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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